What is a Lead in Axesin CRM?

Overview

A Lead in Axesin CRM represents a potential customer who has shown interest in your product or service but has not yet been converted into a paying customer.

Leads may originate from

• LinkedIn

• Website forms

• Facebook Ads

• Manual entry

• Imports

• Referrals

Lead Lifecycle

1. Lead Creation

2. Qualification

3. Follow-up & Communication

4. Status Progression

5. Conversion to Customer

Lead Status System

Leads move through customizable statuses such as:

• New

• Contacted

• Proposal Sent

• Negotiation

• Won

• Lost